Send same-day PTO start reminders to configured channel
Send same-day PTO start reminders to configured channel
Your PTO calendar events often miss timely team alerts, leaving loan officers unprepared for client calls. Receive reminders so coverage is confirmed same day and appointments stay on schedule.
Overview
When someone books same-day time off, your advisors need advance visibility so client appointments aren't disrupted. This flow scans the calendar each morning and delivers chat and email reminders so coverage can be confirmed same day.